News and insights

Spirited performance to continue over the summer ahead

Spirited performance to continue over the summer ahead

As higher inflation and interest rates place pressure on household budgets, where are Australians prioritising spending?

 

In his latest insight, Hospitality Fund Manager, Daniel Hargraves explains why we believe despite these headwinds the renewed focus on social connection and community and the simplicity of the local hotel (pub) as a reliable, relatively low-cost, quality form of entertainment offers a viable option for the summer ahead – as it has done for over 100 years.

 

 

(Total) return of the office

(Total) return of the office

As the world transitions to a higher inflation/lower growth environment and new interest rate regime, the chaos in the bond market reminds investors of the role the commercial office sector has the potential to play as a ballast for reliable income yield.

 

 

Ausbiz interview: Real estate not immune to macro challenges

Ausbiz interview: Real estate not immune to macro challenges

 

Our property expert, Matthew Lane, recently spoke with Kyle Rodda from Ausbiz to discuss the trends he’s currently seeing in the space and explain why he thinks returns through the next cycle are likely to become more disparate by sector and quality of asset.

 

 

Interest rising | The case for real estate credit

Interest rising | The case for real estate credit

Defensive in nature with a relatively attractive, resilient return profile, by design real estate credit can be shielded from the inflation challenges ahead. It can be an attractive through-the-cycle option for investors now both cyclically and structurally.

A resilient, income-yielding property play largely untroubled by house price falls

A resilient, income-yielding property play largely untroubled by house price falls

In an interview with Livewire, the outlook for residential property and the case for investing in real estate credit is discussed. 

 

Ausbiz interview: Residential Real Estate Market

Ausbiz interview: Residential Real Estate Market

A hard landing or soft landing? Given the rapid change in interest rates, many commentators are predicting a hard landing in residential real estate markets. How far will prices fall and should homeowners be concerned?

The rise of opportunistic real estate investing

The rise of opportunistic real estate investing

 

The global economic outlook has shifted dramatically over the last few months. Along with the surge in inflation and swift rise in rates has come financial market volatility, and this has re-focused investors on the diversification and income benefits of real estate.

 

Investors still pouring into the pub despite foaming inflation

Investors still pouring into the pub despite foaming inflation

Amidst talk of higher inflation and recession reverberating around the globe, many investors are taking a cautious stance in allocating investment capital. Defying the ‘wait and see’ approach is Australia’s booming hotels (or pubs) sector.

What rising interest rates mean for falling house prices

What rising interest rates mean for falling house prices

With the RBA raising the Cash Rate this month for the first time in 11 years and inflation marking its highest reading since the early 2000’s, everyone is talking about how far house prices will fall.

Acquisition of Hotel Brunswick, Brunswick Heads NSW

Acquisition of Hotel Brunswick, Brunswick Heads NSW

Hotel Brunswick, an iconic and historied property that sits on the most prominent corner in Brunswick Heads on the Brunswick River, will be acquired by an investment fund managed by MA Hotel Management.

The strong underlying trends making retail property an attractive investment

The strong underlying trends making retail property an attractive investment

Real estate has proved to be one of the most resilient and best risk adjusted performing investment classes in Australia since the early 1900’s. Managing Director, Richard Germain, explores the strong underlying trends making retail property in particular an attractive investment.

Why historically high yield spreads signal now may be the time to buy retail

Why historically high yield spreads signal now may be the time to buy retail

The spread between yields for sub-regional retail shopping centres and the 10-year bond yield is at or close to multi-decade highs.

Managing Director and Fund Portfolio Manager, Richard Germain, explains why we believe current yields reflect dislocation in pricing and why now may be the time to buy retail.